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Independent Advisor Alliance: VGT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Advisor Alliance on VGT, newest first. How the timeline and the estimate are built.

Independent Advisor Alliance held 17,511 VGT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,511 shares
    Change vs previous 13F -7,256 shares

    0.05% of the 13F portfolio, value $2,092,856.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,767 shares
    Change vs previous 13F +22,646 shares

    0.19% of the 13F portfolio, value $17,280,691.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,121 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $1,598,776.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,004 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $1,496,251.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,983 shares
    Change vs previous 13F +1,051 shares

    0.04% of the 13F portfolio, value $1,315,284.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 932 shares
    Change vs previous 13F -17,388 shares

    0.02% of the 13F portfolio, value $505,498.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,320 shares
    Change vs previous 13F +17,500 shares

    0.15% of the 13F portfolio, value $11,391,370.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 820 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $480,946.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).